Financial Planning & Information Services, Inc. has disclosed 88 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $726.00 Mil. The turnover rate is 11%.
In Financial Planning & Information Services, Inc.'s current portfolio as of 2024-09-30, the top 5 holdings are
JPMorgan Core Plus Bond ETF (JCPB), SPDR Portfolio S&P 500 Growth ETF (SPYG), Hartford Total Return Bond ETF (HTRB), SPDR S&P 600 Small Cap Value ETF (SLYV), WisdomTree U.S. MidCap Dividend Fund (DON), not including call and put options.
Financial Planning & Information Services, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Financial Planning & Information Services, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Financial Planning & Information Services, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Financial Planning & Information Services, Inc..